The Vault Series: Private Wealth Management
From Institutions to Individuals: Why CFA Charterholders Are Embracing Private Wealth Management The private wealth industry has seen steady growth in recent years — and with it, increased interest from CFA charterholders. Once seen as an unconventional route, wealth...
Vault Series Presents: Introducing the Family Office
On May 8, 2025, the CFA Society Chicago welcomed Stacy Devine, CFA, Gil Calderon, CFA, and Lauren Bugay, CFA as a part of The Vault Series to discuss Family Office investing. Stacy, Gil, and Lauren shared insights into their career paths and the unique nature of...
AI in Commercial Real Estate
On April 23, 2025, Charles Fisher and Blake Shaffer, CFA both from JLL, visited the Vault to discuss AI in Real Estate. Fisher leads Risk Analytics for America’s Risk Advisory business. In this role, he engages with global lenders and institutional owners to assess...
Vault Series: Dr. Mark Shore
Protecting Your Tail from Correlation Risk On November 13, 2024, CFA Society Chicago welcomed Dr. Mark Shore as part of the Distinguished Speaker Vault Series. Dr. Shore is currently Director and Economist at the CME Group. Shore’s presentation was titled “Protecting...
The Vault Series Presents: ESG Experts
The evening of May 9, 2024, saw several engaged members of CFA Society Chicago gather in The Vault for a discussion on the intricate world of ESG. Christopher Vincent, CEO, CFA Society Chicago introduced two distinguished speakers – one from academia and the other...
The Vault Series Welcomes Frontaura Capital
On the evening of April 17, 2024, members of CFA Society, Chicago gathered in “The Vault” to unlock the hidden treasure of opportunities in the frontier markets. Nick Padgett, CFA, Managing Director and Founder of Frontaura Capital LLC, revealed the trail of his...
The Vault Series Welcomes Castlelake
On January 16, 2024, the CFA Society Chicago welcomed Joe McConnell, Partner, and Co-Chief Investment Officer of Castlelake to present as part of The Vault Series. Castlelake specializes in complex, asset-rich and cash-flowing opportunities in what they believe...
Vault Series: MLPs and Energy Infrastructure
The Past, Present, and Future of MLPs and Energy Infrastructure On January 9, 2020, CFA Society Chicago hosted its Vault Series featuring Brett Jergens, CFA, CFP to give his views on the MLP market. Jergens currently serves as vice president of the Tortoise Energy...